A FREE CLIENT RESOURCE FOR WEALTH ADVISORS AND FAMILY OFFICES
When a Client Asks About Philanthropy, Have Something Worth Sending.
Share this free masterclass with clients who want a more thoughtful approach to giving.
THE MASTERCLASS
3 Simple Steps to Creating a High Impact Family Giving Plan
Led by award-winning philanthropy advisor Kris Putnam-Walkerly
Recipient of the Philanthropy Advice Award, Family Wealth Report
2026 Philanthropy Advisor of the Year, M&A Today Global Awards
2027 Best Philanthropy Advisor, Lawyer International, Legal 100
Free and on demand. Watch it yourself, then share it with a client or the family you serve.
AS FEATURED IN
Your Clients Are Already Asking
"How do we decide where to give?"
"How can we involve our children?"
"We support so many organizations, but what are we accomplishing?"
And these questions are increasingly coming from women.
38%
of U.S. assets are projected to be controlled by women by 2030, about $34 trillion
McKinsey, 2025
75%
of high-net-worth clients are more likely to choose an advisor knowledgeable about philanthropy
TPI, 2026
45%
of advisors discuss philanthropy with most of their high-net-worth clients
TPI, 2026
Your client may already have a donor-advised fund or a foundation. But a vehicle is not a plan.
What the Masterclass Covers
A clear, practical introduction to creating a family giving plan.
✔ The top 3 mistakes that keep wealthy families stuck in reactive giving
✔ A simple 3-step framework for creating a family giving plan
✔ How to get clear on the causes that matter most to her
✔ How to make giving decisions from clarity, not guilt or obligation
✔ Ways to bring family into giving without forcing it
✔ Bonus: Five Questions Every Family Should Ask Before Giving Another Dollar
It gives your client, or the family you serve, a starting point for questions about purpose, priorities and family participation, while you continue guiding the financial, tax, legal and wealth planning side of their giving.
The masterclass closes with an invitation to Family Philanthropy Simplified, Kris's step-by-step course for families who want guided help building their full plan.
Preview the Free MasterclassShare It When a Client or Family:
- Wants to give more intentionally but isn't sure where to begin
- Supports many causes and wants more focus
- Has a donor-advised fund or foundation but no giving plan
- Is navigating a liquidity event, business sale or inheritance
- Wants to involve children or grandchildren in giving
- Faces competing requests and the year-end scramble
Especially designed for women with wealth, the masterclass welcomes all donors and families.
Ready to Share It With a Client?
The masterclass has its own page written just for families. Send your client here: familyphilanthropysimplified.com/freetraining
Or copy this note into an email and make it your own:
"I came across a free masterclass from philanthropy advisor Kris Putnam-Walkerly on creating a family giving plan. It's short, practical and on demand, and it could help you get clearer about what you want your giving to accomplish. Here's the link: familyphilanthropysimplified.com/freetraining"
Haven't watched it yet? Preview it first, so you know exactly what your client will hear.
Guidance From a Global Philanthropy Advisor
Kris Putnam-Walkerly
Global Philanthropy Advisor - Author of Delusional Altruism
For more than 25 years, I've advised ultra-high-net-worth families, foundations and family offices around the world, helping them strategically allocate more than $1 billion in grants and gifts.
I work alongside wealth advisors and family offices, not instead of them. This masterclass brings that experience into an accessible introduction your clients can explore at their own pace.
- Recipient of the Philanthropy Advice Award, Family Wealth Report
- 2026 Philanthropy Advisor of the Year, M&A Today Global Awards
- Forbes contributor and author of Delusional Altruism (Wiley) and Confident Giving
- Inducted into the Million Dollar Consulting® Hall of Fame
Read more: Women Are Inheriting Trillions in the Great Wealth Transfer. Many Don't Have a Giving Plan. (Forbes)
Leading a Single-Family Office, or Thinking About Your Own Family's Giving?
The masterclass works just as well for you. Watch it with your family, then decide what comes next.
What Advisors Say
"Savvy advisors understand that expanding philanthropic offerings is vital to their long-term success. That's why we engaged philanthropy expert Kris Putnam-Walkerly to help us understand common mistakes donors and advisors make and offer practical tips to help advisors support their clients' philanthropic goals. I immediately implemented her suggestions with several of my charitable clients, and they were delighted!"
Emily Drake
Partner, Fairport Wealth
"Financial institutions that serve private foundations and ultra-high-net-worth individuals seek to offer greater philanthropic value – especially in the current complex investment, regulatory, and grantmaking environment. Kris shared practical insights and guidance that helped our clients learn how to create powerful giving plans while navigating rapidly changing circumstances. I highly recommend her!"
Allen Mast
Senior Vice President and Leader, Private Foundations Specialty Practice, Truist
Have a Client or Family in Mind?
The next time a client asks how to give with more purpose, or how to bring her family into the conversation, you'll have a resource ready.
Get the free masterclass to share, along with a short message you can personalize and forward.
GET INSTANT ACCESS NOW!
